Schedule by Employee

This method of scheduling allows you to create a schedule for multiple employees using different schedule templates for each.

  1. Select "Employee" from the Assign Employee by drop-down menu.
  2. Enter an Effective Date for this schedule. Click on the icon_calendar.jpg icon to select the date from a calendar.
  3. The Department  field allows you to filter the list of displayed employees by the default department level that they are assigned to. Click on the "All Departments" link and select the desired department level from the menu.
  4. Your employees are listed in the Employees section of the screen. Select the appropriate Schedule Template for each desired employee.
  5. If you would like to assign a Department, Job or Task to this schedule, make the desired selections from the appropriate columns.
  6. Click on the [SAVE] icon. A message appears which reads "The selected employees have been applied." Click on the "View Schedules" link to view the created schedules.

Related Topics

  • Refer to Schedule Templates for instructions on creating the templates that are available when creating schedules.
  • Departments are created from the Department Structure section of the program.
  • Refer to Job Tracking for information on creating jobs and tasks.

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